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Financial Advisor
1 week ago
Deverell Smith London, United Kingdom**Job details**: · **Posted** · 02 August 2023 · **Salary** · Negotiable · **Location** · London · **Job type** · - Permanent**Discipline** · - Mortgages, Debt & Equity**Reference** · 2334_ · **Contact Name** · Hugh Van Grutten · **Job description**: · **Role: Financial Advisor* ...
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Financial Advisor
1 week ago
GCB Agency Recruitment London, United KingdomLocation: · London · - Discipline: · Financial Services · - Job type: · Permanent · - Benefits: · £95,000 - £250,000 OTE · - Published: · - Expiry date: · - Reference: · 4466 · Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Se ...
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Financial Advisor
1 week ago
Search Consultancy England, United KingdomIFA/ Financial Planner · Region: West Yorkshire · £60,000-£100,000 base dependent on experience · Would you like to work for an award winning Financial Advice business? Would you like to work for an organisation that prides itself in supporting their staff? Due to their ongoing s ...
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Financial Advisor
6 days ago
Hackney Borough Council London, United KingdomAt Hackney Council, our vision is to make the borough a place for everyone. We're proud to support a thriving community where everyone feels included and involved - and where our residents can lead healthy and successful lives. As a Financial Advisor, you'll provide strategic fin ...
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Financial Advisor
1 week ago
Hackney Borough Council London, United KingdomAt Hackney Council, our vision is to make the borough a place for everyone. We're proud to support a thriving community where everyone feels included and involved - and where our residents can lead healthy and successful lives. As a Financial Advisor, you'll provide strategic fin ...
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Financial Advisor
1 week ago
Templewood Recruitment London, United Kingdom Full timeJob Title: Financial Advisor - Permanent (Full-Time) · Salary: £50-55k per annum + commission structure + hybrid working model · This is an exciting opportunity for an experienced Financial Advisor, to work as part of a team of highly trained and experienced finance professionals ...
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Financial Advisor
4 days ago
Morrinson Wealth Management London, United Kingdom**BACKGROUND** · Morrinson Wealth (MW) is a home for highly motivated Financial Consultants who thrive working in a challenging and entrepreneurial environment. Its Financial Consultants are commercially minded and committed to personal development and delivering an excellent lev ...
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Financial Advisor
2 weeks ago
Folio Financial Services London, United Kingdom**Salary**: £35,000.00-£45,000.00 per year · Schedule: · - Monday to Friday · Supplemental pay types: · - Bonus scheme · - Performance bonus · **Experience**: · - Financial planning: 1 year (preferred) · Work Location: In person ...
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Financial Advisor
3 days ago
OFGEM London, United Kingdom**Details**: · **Reference number**: · **Salary**: · - £33,400 - £46,157- London - £33,400 - £46,157 / National - £30,950 - £43,649**Job grade**: · - Higher Executive Officer- Level 2a**Contract type**: · - Permanent**Type of role**: · - Corporate Finance · - Finance**Working pat ...
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Independent Financial Advisor
5 days ago
PB Recruitment Consultants Ltd London, United Kingdom**A well-established multi-office, award winning, financial planning practice, is currently seeking a forward thinking Employed Independent Financial Advisor to service an existing client bank and expand the client base moving forward** · **The company is focussed on providing hi ...
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Trainee Financial Advisor
4 days ago
Executive Recruitment LTD London, United KingdomDue to recent growth, we are currently recruiting aspiring financial advisors to join one of the largest institutions in the UK. · We offer a bespoke service to high-net-worth individuals and institutions looking for a structured investment portfolio and retirement planning. · Th ...
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Financial Crime Advisor
1 week ago
Walkers Global London, United Kingdom**THE FIRM** · Walkers is a leading offshore law firm providing legal, corporate and fiduciary services to global corporations, financial institutions, capital market participants and investment fund managers. We advise on the laws of Bermuda, the British Virgin Islands, the Caym ...
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Independent Financial Advisor
1 week ago
WC Ltd London, United KingdomWorldNet Consultants are actively hiring Senior Independent Financial Advisors for positions in _**Switzerland, Cyprus, Portugal and Spain.**_ · The role and support offered will be based on your experience and career aspirations. · WorldNet Consultants Ltd is a boutique-style re ...
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Trainee Financial Advisor
21 hours ago
WC Ltd London, United Kingdom_**Opportunities throughout Europe including, Spain, Malta and Cyprus **_ · We are actively hiring **Trainee Advisors **for a variety of positions throughout Europe. The role and support offered will be based on your experience and career aspirations. · WorldNet Consultants Ltd i ...
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Independent Financial Advisor
21 hours ago
WC Ltd London, United Kingdom_**WorldNet Consultants are actively hiring Senior Independent Financial Advisors for positions in Switzerland, Portugal, Spain and Cyprus. **_ · The role and support offered will be based on your experience and career aspirations. · WorldNet Consultants Ltd is a boutique-style r ...
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Senior Financial Advisor
3 days ago
Step Ahead London, United Kingdom**Ideal For Southwark Residents** · *** · - **Job Title: Senior Financial Advisor Apprenticeship**: · - **Location**: UB1 · - **Contract: Monday - Friday Total Hours per week 37.50**: · - **Salary £15,100.00** · **Desired skills and personal qualities** · - Communication skills, ...
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Financial Inclusion Advisor
1 week ago
Anchor Trust London, United Kingdom**Job Title: Financial Inclusion Adviser (Be Wise)** · **Location: Homebased · - London and South East** · **Contract & Hours: Full time, permanent** · **Salary: £34,000** · **About the role**: · Reporting into the Financial Inclusion Team Leader, you will be providing advice and ...
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Senior Financial Advisor
3 days ago
OFGEM London, United Kingdom**Details**: · **Reference number**: · **Salary**: · - £43,650 - £59,999- London £46,250-£59,999 National £43,650-£55,999. Please ensure that you read the Pay and Reward information for civil service and internal colleagues before applying.- A Civil Service Pension with an averag ...
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Financial Advisor, London
1 week ago
deverellsmith London, United Kingdom**Are you a qualified UK Financial Adviser looking for an opportunity with a leading brand?** · My client are a leading regulated UK Financial Advice Firm who are planning to grow considerably in 2023. · This role will be best suited for individuals who are established financial ...
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Financial Advisor
21 hours ago
Integrity Resource Solutions Hackney, United Kingdom**Financial Advisor (Non Diploma)** · **Salary: £24,000 Basic (£30-50K OTE Year1), Homebased/Remote** · **Locations: Hackney** · **The Company** · A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involve ...
Apprentice Financial Advisor - London, United Kingdom - Lime Search & Select Ltd
Description
My client is a Financial Planning firm with a difference, focusing on strong relationships and managing not only your money, but by managing your entire financial life Providing strong effective financial solutions for individuals.
We are urgently seeking a Financial Lifestyle Planner to join the existing team of Financial Planners, in building long-lasting and effective relationships with clients, to deliver quality financial planning services to safeguard the income of the business.
The companies advisers are expected to have more meaningful and exploratory conversations with clients, coaching where necessary, in order to help them really think about what they want to achieve in their lives.
We also help them understand the behaviours and actions that will maximise their chances of meeting their personal and financial goals.
Conduct annual review meetings (called Forward Planning Meetings) with existing clients ensuring Serenity's process is followed.Ensure all documentation and preparation required for Forward Planning Meetings is accurate and complete prior to meeting.
Ensure clients Financial Forecast is updated.
Write up post meeting planning notes.
Liaise with the CRM team to ensure that all post meeting tasks are completed accurately and timely.
Ensure conversations with clients outside of Forward Planning Meetings e.g. ad-hoc telephone calls or emails are recorded and saved to the client file.
Work closely with CRM to ensure excellent customer service is delivered in a timely manner.
Liaise with Client Relationship Manager (CRM) to ensure new business is accurately packaged and promptly submitted to provider.
Meet new prospective clients remotely or at our office, client's home or workplace.
Deliver a Financial Life Planning experience to new prospective clients by following the Serenity New Client Onboarding Process when conducting meetings and follow-up activity.
Conduct in-depth reviews of clients' financial circumstances, current provision and future aims in line with Serenity's approach to financial life planning and its investment philosophy.
Build accurate Financial Forecasts for clients using Serenity's preferred cashflow forecasting software.Analyse technical information and prepare financial life plans best suited to individual clients' requirements.
Present financial advice, reports and strategies to clients in a clear, fair and timely manner ensuring they have sufficient information including comparisons of new and existing products and services to enable them to make informed decisions.
Build and maintain a professional profile online using content consistent with the Serenity brand, culture and policy.Contribute to content creation to attract new enquiries including articles/blogs for the Serenity Insights newsletter, social media channels and website.
You will be Diploma Level 4 Qualified, ideally with around 1-2 years post qualification experience within the role of Financial Advice / Financial Planning.
We will consider those who have less experience, but solid knowledge of the Financial Advice process, having spent a number of years within the sector.
A great salary is offered for this role, along with great training and development.Please include why you would like to be considered for this Apprenticeship